03/04/2022
CBA provides multi-family office and consulting services to high-net-worth individuals, families, and private foundations
03/03/2022
Former Abbot Downing President Jack Ginter leaves Wells Fargo to create Callan Family Office, an independent wealth management firm that will serve the ultrawealthy and aims to compete with the big private banks.
02/25/2022
Having access to data such as cash at bank and project costs evaluation would allow family offices to judge a situation in real time, enable them to make complicated decisions more easily, manage investment risk, and seize opportunities quicker.